JF
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Joule Financial’s Uber UBER Stock Holding History

Joule Financial’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,664
Closed -$1.43M – 114
2024
Q4 		$1.43M Buy
23,664
+729
+3% +$52.1K 0.5% 28
2024
Q3 		$1.72M Sell
22,935
-2,497
-10% -$176K 0.63% 23
2024
Q2 		$1.85M Buy
25,432
+3,648
+17% +$254K 0.75% 19
2024
Q1 		$1.68M Sell
21,784
-2,822
-11% -$203K 0.69% 21
2023
Q4 		$1.51M Sell
24,606
-1,083
-4% -$56.7K 0.7% 18
2023
Q3 		$1.18M Sell
25,689
-971
-4% -$44.4K 0.6% 24
2023
Q2 		$1.15M Buy
26,660
+7,724
+41% +$287K 0.59% 24
2023
Q1 		$600K Buy
18,936
+3,343
+21% +$106K 0.32% 42
2022
Q4 		$386K Buy
15,593
+4,021
+35% +$110K 0.26% 53
2022
Q3 		$307K Buy
11,572
+241
+2% +$6.66K 0.23% 63
2022
Q2 		$232K Buy
+11,331
New +$301K 0.18% 67

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joule Financial's UBER Position: Q1 2025 in Review

Joule Financial sold out of Uber (UBER) in Q1 2025, closing a stake of 23,664 shares — an estimated $1.43M sold.

Joule Financial first reported a position in UBER in Q2 2022 and held it in 11 quarters. The position peaked at $1.85M in Q2 2024. 2,155 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

  • Joule Financial reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
  • Joule Financial sold 23,664 Uber shares in Q1 2025, an estimated $1.43M.
  • Joule Financial first reported a position in Uber in Q2 2022 and held it in 11 quarters.
  • Joule Financial's Uber position peaked at $1.85M in Q2 2024.
  • 2,155 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Joule Financial's 13F filing for Q1 2025, filed 11 Apr 2025.